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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,690 | $60,349-67.4% | $74,184-73.5% | $62,881-68.7% |
| Participation rate | 97.1% | 72.7%+24.4pp | 76.6%+20.5pp | 69.3%+27.8pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,353 | $1,680+40.1% | $2,370-0.7% | $2,281+3.2% |
| Participant deferral / active EE | $5,133 | $2,856+79.7% | $3,550+44.6% | $3,203+60.3% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |